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Disclosery

Live Oak Private Wealth LLC: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on TSM, newest first. How the timeline and the estimate are built.

Live Oak Private Wealth LLC held 14,900 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,900 shares
    Change vs previous 13F -954 shares

    0.89% of the 13F portfolio, value $7,115,793.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,854 shares
    Change vs previous 13F -97 shares

    0.75% of the 13F portfolio, value $5,357,859.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,951 shares
    Change vs previous 13F -7,816 shares

    0.66% of the 13F portfolio, value $4,847,349.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,767 shares
    Change vs previous 13F -248 shares

    0.92% of the 13F portfolio, value $6,637,885.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,015 shares
    Change vs previous 13F +725 shares

    0.81% of the 13F portfolio, value $5,439,157.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,290 shares
    Change vs previous 13F +130 shares

    0.63% of the 13F portfolio, value $3,866,140.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,160 shares
    Change vs previous 13F -1,823 shares

    0.77% of the 13F portfolio, value $4,573,868.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,983 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $4,338,798.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).